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Original filing (PDF)20260115105853NAL0032240578005
THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC.
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC..
Plan sponsor
Name
THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC.
EIN
06-0794308
Address
83 CASTLE LANE · MILFORD, CT · 06460
Phone
(203) 301-0359
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
WALSH & DICKINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONECO ADVISORS, LLC | 46-3758971 | FAIRFIELD, CT | INVESTMENT ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALSH & DICKINSON | 82-3222207 | SHELTON, CT | INDEPENDANT ACCOUNTANT | $11K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARDAN ACTUARIAL SERVICES, LLC | 22-3477324 | CRANFORD, NJ | ACTUARY | $6K | — |
Investments
38 direct securities· $2.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 | — | — | $91K | $258K | 11.0% | |
| iShares Russell Top 200 Growth ETF | — | — | $222K | $239K | 10.2% | |
| Home Depot Inc. | — | — | $58K | $145K | 6.1% | |
| SPX Corp. | — | — | $31K | $129K | 5.5% | |
| Microsoft Corp. | — | — | $44K | $113K | 4.8% | |
| Invesco QQQ Trust | — | — | $27K | $105K | 4.4% | |
| Equinix Inc. | — | — | $29K | $82K | 3.5% | |
| JPMorgan Chase & Company | — | — | $21K | $67K | 2.9% | |
| Cummins Inc. | — | — | $24K | $63K | 2.7% | |
| McDonalds Corp. | — | — | $24K | $62K | 2.7% | |
| Amgen Inc. | — | — | $30K | $62K | 2.6% | |
| KKR & Co. | — | — | $9K | $58K | 2.5% | |
| General Electric Company | — | — | $50K | $56K | 2.4% | |
| Micron Technology, Inc. | — | — | $47K | $52K | 2.2% | |
| Johnson & Johnson | — | — | $34K | $52K | 2.2% | |
| Motorola, Inc. | — | — | $46K | $51K | 2.2% | |
| iShares iBonds Dec 2025 Term Corporate ETF | — | — | $49K | $50K | 2.1% | |
| Shopify Inc. Class A | — | — | $18K | $48K | 2.0% | |
| Mastec Inc. | — | — | $36K | $47K | 2.0% | |
| Merck & Company Inc. | — | — | $27K | $46K | 2.0% | |
| Devon Energy Corp. | — | — | $35K | $45K | 1.9% | |
| Pepsico Inc. | — | — | $29K | $40K | 1.7% | |
| The Charles Schwab Corporation | — | — | $27K | $39K | 1.7% | |
| Constellation Brands Inc. | — | — | $25K | $37K | 1.6% | |
| Taiwan Semiconductor Manufacturing Co. Ltd. | — | — | $12K | $33K | 1.4% | |
| Invesco Small Cap Value Fund Class Y | — | — | $34K | $30K | 1.3% | |
| NXP Semiconductors N. V. | — | — | $29K | $29K | 1.2% | |
| General Electric Employee Federal Credit Union | — | — | $28K | $28K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund | — | — | $20K | $28K | 1.2% | |
| Raytheon Technologies Corporation | — | — | $12K | $26K | 1.1% | |
| Columbia Small Cap Growth Fund Institutional | — | — | $33K | $26K | 1.1% | |
| Value Line Mid Cap Focused Fund Institutional | — | — | $27K | $26K | 1.1% | |
| Coterra Energy Inc. | — | — | $20K | $23K | 1.0% | |
| VanEck Uranium and Nuclear ETF | — | — | $26K | $22K | 0.9% | |
| Vertiv Holdings LLC | — | — | $21K | $22K | 0.9% | |
| US Bank National Association | — | — | $21K | $21K | 0.9% | |
| DraftKings Inc. | — | — | $23K | $17K | 0.7% | |
| Organon & Co. | — | — | $2K | $953 | <0.1% |